Analysis: Commodities

Oil rebounds, but uncertainty remains about reopening Strait of Hormuz

Crude oil prices rose on Monday as the terms for the reopening of the Strait of Hormuz are still to be defined. Tehran says a deal with Oman is close, although it maintains several demands on...

Global food prices: mixed monthly gain in the FAO index

The FAO Food Price Index averaged 131.1 points in July 2026, up 0.7 point from the previous month. Increases in the cereals, sugar and vegetable oil price indices were partly offset by declines for...

Copper Hits Fresh Records Between Tariff Risk and Supply Strains

US copper futures topped $6.70 a pound on Thursday, setting a new record as the market was buoyed by the prospect of US tariffs and fresh uncertainty over global mine supply.

Rare earths: Trump's America wants to cut the cord with China, but its industry cannot keep up

Donald Trump has made independence in critical minerals a national security priority, having set January 1, 2027 as the cutoff for Chinese purchases for defense. The only problem is that five months...

Fuels: a surge in refining costs sends prices soaring in Europe

Since mid-July, Brent prices have climbed by nearly $20. That figure masks an even starker reality: refining margins on European diesel have risen even faster, jumping from $37 to nearly $65, a...

VanEck says "Gold continues to outperform most other major asset classes"

Gold price volatility increased in H12026. Intraday, gold traded as high as $5,595 on January 29. On June 30, it hit its lowest level of the year at $3,943, but managed to close just above the $4,000...

Vontobel says it's "Smart to add commodities to a diversified portfolio"

At the start of the year, wheat, especially Kansas wheat, was front and center for market participants, as yield forecasts proved historically poor due to unfavorable weather conditions in key growing...

Commodities: The Middle East Under Watch

Every week, this commodities roundup helps you review market news across the commodity markets to better understand price moves in energy, metals, and agricultural raw materials.

Diesel threatens to reignite inflation despite a contained Brent

While investors continue to watch Brent and tensions around the Strait of Hormuz, the real energy shock is now centered on the diesel market. This divergence could have more direct consequences for...

Oil vs LNG: AlphaValue Sees Energy Paths Moving Further Apart

AlphaValue has published a sector study on the LNG market: 2050: A Gas Odyssey. Global LNG demand is expected to rise from 422 Mtpa in 2025 to nearly 700 Mtpa by 2050, an increase of 65% over the...

Commodities: Silver loses its luster

Every week, our commodity market wrap-up provides an overview of the latest news to help you better understand price fluctuations in energy, metals, and agricultural raw materials.

Iraq Threatens to Exit OPEC

Failing an increase in its crude oil production quotas, Iraq says it is prepared to consider all options, including a definitive exit from OPEC. This was announced by a senior official from the Iraqi...

Commodities: Oil Slumps, Metals Under Pressure

Our weekly commodities overview provides a comprehensive look at the latest market developments, helping you better understand price fluctuations across energy, metals, and agricultural raw materials.

Commodities: Oil Flowing Freely

Our weekly commodity market roundup provides an overview of the latest developments in the sector, helping you better understand price fluctuations across energy, metals and agricultural raw...

Commodities: Still buffeted by geopolitics

Every week, our commodity market round-up provides an overview of the latest news to help you better understand price fluctuations in energy, metals, and agricultural raw materials.

Commodities: The Hormuz Yo-Yo

Every week, our commodities overview provides a comprehensive look at the latest market news to help you better understand price fluctuations in energy, metals and agricultural commodities.

Commodities: Copper, Silver and Cocoa Surge

Our weekly commodities overview provides a comprehensive review of the latest developments across these markets, offering deeper insight into price variations in energy, metals and agricultural soft...

Commodities: Copper and lead are standing out

Copper prices were little changed on the LME on Thursday, supported by a weakening dollar, signs of robust demand in China and hopes for a de-escalation of the conflict between the US and Iran....

Despite the ceasefire, tensions mount in the oil market

The announcement of a ceasefire between the United States and Iran on April 7 initially triggered a sharp easing of prices. However, the ongoing blockade in the Strait of Hormuz has gradually pushed...